For contractors

Track contractor licenses, permits, COIs, and certifications before they expire.

Flow365 Expiry helps contractors keep license renewals, permits, COIs, certifications, insurance policies, contracts, owners, reminders, and proof documents organized.

Built for contractor licenses, job permits, subcontractor COIs, safety certifications, insurance policies, service contracts, and recurring renewal dates.

The problem

Contractor paperwork creates risk when renewals are tracked by memory.

Licenses, permits, COIs, policies, certifications, and contracts can all expire on different dates. Flow365 Expiry turns those dates into one operational tracker.

License renewals

Track contractor licenses and renewal windows before the deadline gets close.

Subcontractor proof

Keep COIs and renewed proof documents connected to the tracked record.

Certification dates

Watch staff and safety certification expirations with owners and reminders.

Workflow

A simple contractor expiration workflow.

Capture the document, track the expiration date, remind the owner, and attach renewed proof.

1

Add licenses and documents

Create records for licenses, permits, COIs, certifications, insurance policies, and contracts.

2

Track dates and owners

Store expiration dates, renewal windows, formal notice dates, owners, vendor contacts, and notes.

3

Renew and attach proof

Enter the new expiration date and attach the renewed license, certificate, permit, policy, or COI.

AI document review

Upload industry documents and let AI find the expiration dates.

Flow365 Expiry can review uploaded documents, extract possible expiration dates, and draft records for you. You stay in control: review the AI draft, approve what looks right, and only then save it into the tracker.

Extract dates from documents

Use AI review to find dates in COIs, permits, licenses, contracts, insurance policies, certifications, and vendor documents.

Review before saving

AI drafts the expiration record, but your team reviews the date, owner, document type, notes, and proof before accepting it.

Keep proof attached

Approved records can keep the uploaded document connected, so the expiration date and source proof stay together.

Contractor expiration tracking FAQ

A practical tracker for contractor licenses, permits, COIs, certifications, policies, contracts, and proof history.

Can contractors track licenses with Flow365 Expiry?

Yes. Contractor licenses and professional licenses are strong Flow365 Expiry use cases.

Can Flow365 Expiry track subcontractor COIs?

Yes. Flow365 Expiry can track subcontractor COIs, expiration dates, follow-up owners, and renewed proof documents.

Can I import existing spreadsheet records?

Yes. Flow365 Expiry supports CSV import so existing spreadsheet tracking can move into the app.

Keep contractor renewals visible before the deadline.

Use Flow365 Expiry to track contractor licenses, permits, COIs, certifications, reminders, and proof history.

Use for my business